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Invesco S&P MidCap Value with Momentum ETF

59 hedge funds and large institutions have $105M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
20
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$17.7M -$913K -20,925 -5%
LPL Financial
2
LPL Financial
California
$16.7M -$1.9M -43,579 -10%
Morgan Stanley
3
Morgan Stanley
New York
$10.2M -$612K -14,033 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.04M +$404K +9,261 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.11M -$1.46M -33,372 -26%
MTWM
6
Masso Torrence Wealth Management
New Jersey
$3.93M -$529K -12,116 -12%
AWS
7
Atria Wealth Solutions
New York
$3.92M +$36.8K +844 +0.9%
Wells Fargo
8
Wells Fargo
California
$3.9M +$146K +3,352 +4%
Bank of America
9
Bank of America
North Carolina
$3.79M -$108K -2,477 -3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.71M +$393K +9,015 +12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.29M -$7.66M -175,424 -70%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.82M +$273K +6,245 +18%
WMWM
13
Whitaker-Myers Wealth Managers
Ohio
$1.75M -$214K -4,897 -11%
RJA
14
Raymond James & Associates
Florida
$1.73M +$198K +4,529 +13%
UWM
15
USAdvisors Wealth Management
Minnesota
$1.68M +$219K +5,005 +15%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.38M +$1.08M +24,853 +371%
Citadel Advisors
17
Citadel Advisors
Florida
$1.32M +$1.01M +23,248 +331%
Citigroup
18
Citigroup
New York
$1.15M -$182K -4,167 -14%
ACS
19
Archford Capital Strategies
Illinois
$1.09M
CAN
20
Cetera Advisor Networks
California
$1.08M +$174K +3,991 +19%
WIA
21
World Investment Advisors
California
$989K -$172K -3,951 -15%
EH
22
Equitable Holdings
New York
$942K -$73.8K -1,690 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$919K -$184K -4,208 -17%
Stifel Financial
24
Stifel Financial
Missouri
$715K -$22.4K -513 -3%
MCC
25
Money Concepts Capital
Florida
$666K +$353K +35,791 +113%